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When an employee exits the organization, it’s important to configure how unused budget points in their account will be treated. This ensures that points are properly managed and either transferred, deleted, or disabled based on your company’s policies.
  • To configure these rules, navigate to Reports and Admins.
  • For the Admin Dashboard go to Employees > Manage Exits and set your preferred treatment for the unused points in the exited employee’s account.
Manage Exits page in the Admin Dashboard for configuring exit policies

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1. Recover / Reassign Budgets

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1.1 Manage budget points with custom budget co-owners

  • The points can be transferred to a third party or returned to the budget owner by default.
    • Click on “Configure Now” to modify or delete.
    • Choose the desired option.
    • Click Save to confirm your changes.
Configure Now control for managing custom budget co-owner point transfers

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1.2 Manage custom budget custom budget owners

  • Click on “Configure Now” next to the point(s) with the exited employee’s custom budget.
Configure Now action for the exited employee's custom budget points
  • Choose an option:
    • Delete Budgets.
    • Transfer ownership and point(s) to someone else.
      Delete and Transfer ownership options for the exited employee's custom budget
  • Click Save to confirm the action.

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1.3 Manage points under exited employee’s personal budget

  • Click on “Configure Now”. If configured, choose the Edit option to make changes.
    Configure Now control with Edit option for personal budget points settings
  • Choose one of the options:
    • Transfer points to another employee (select an employee name).
    • Destroy points.
    • Click Save to confirm.
      Transfer points or Destroy points options for personal budget handling
If no employee is selected, points will automatically go to the Super Admins.

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2. Manage reward point(s)

Reward points that are allocated to employees can be managed in two ways when an employee exits the organization. These points can either be:
  • Transferred to the personal email ID of the exited employee.
  • Retained in an unredeemed state or destroyed.
Follow the steps below to manage reward point(s) for exited employees:

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Step 1

Under the Manage Reward point(s) card, click on Edit.
Manage Reward Points card with Edit button for exit policy configuration

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Step 2

Select your preferred option. Choose how you want to handle the reward point(s) of the exited employee:
  • Transfer Points to Exited Employee’s Personal Email ID
This option ensures that the reward points are transferred to the employee’s personal email address for redemption.
  • Destroy Reward Point(s)
Use this option if you prefer to invalidate the unredeemed points and remove them permanently.
Transfer to personal email or Destroy reward point options for exited employees

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3. Manage nominations

In case an exited employee has some pending nominations to approve, those nominations can be transferred to someone else.

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Step 1

Navigate to Employees > Manage Exits > Manage Nominations.
Manage Nominations section under Employees Manage Exits

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Step 2

Click on Edit.

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Step 3

Select the person to whom you wish to transfer the nominations. You can choose from the following options:
  • Self (the former employee who originally nominated)
  • Reporting Manager of the nominated employee
  • HRBPO
  • Department Head
  • Business Unit Head
  • Cost Center Head
Nomination transfer options for Reporting Manager, HRBPO, and other roles

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FAQs

You can configure whether to transfer, delete, or disable these points under the Manage Exits settings.
Yes, you can choose to transfer unredeemed reward points to the employee’s personal email for later redemption.
If no recipient is selected, the points will automatically be transferred to the Super Admins.
Application URL: https://#{{tenant_url}}/home/manage-employee-exit
Questions, feedback or support? Email cs@xoxoday.com